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    x report and z report

    Reports API - Z Reports

    Reports API has a number of endpoints available that can be used to generate reports. This article shows some of the connections to the existing API/back office Z-report and how something similar coul...

    Promotions

    Benefits of PromotionsEncourage repeat business 90% of customers look for coupons when making online and offline purchases. Offering flat or percent-based discounts during holidays or seasonal changes...

    X-Report

    Benefits of the X-ReportThe day’s transactions at a glanceX-reports provide you with key information so you can get a stronger picture of day-to-day sales operations and can be filtered to generate sp...

    Set Up a Cash Drawer

    Benefits of Cash Drawers in ErplyThe Power of ChoiceCash drawers are incredibly easy to set up in Erply, giving you more flexibility when it comes to the setup of your store. Add or remove cash drawer...

    Customize Your Receipts

    To print completely custom POS receipts, contact Erply support to have the POS AR Receipt/Set Custom Printout for POS plugin added to your account.There are multiple ways for configuring a receipt in ...

    1. Franchising Basics

    Benefits of Erply’s Franchise ToolsFlexible franchisingNo two franchises are alike. Erply’s cloud-based franchising tools allow you to choose how much control your franchisees have over business proce...

    Actual Reports Basics

    Benefits of Actual ReportsFaster service with automated documentsSmart templates save you manual work by automatically populating documents with data on sales, customer information, order status, and ...

    Actual Reports: Barcode template

    This guide will cover basic information for creating and printing barcode labels. With Actual Reports you can:Accommodate for different label sizes by adjusting width, height.Create “safe spaces” for ...

    Physical Stocktakings (new)

    Physical Stocktaking is a process of counting products (whether all or some specific group; category etc) in a location. After the count in a location is done, then physical stocktaking report is crea...

    Erply Back Office Terminology

    Erply Back Office Terminology CRM The CRM module is a solution to manage current and potential customer relationships. Use customer purchasing history to better understand your shopper’s habits and ke...

    Customer Balance

    If a customer does not have an overdue balance in Erply but actually owes your business money, you will need to correct their balance so it is properly reflected in balance reports.This guide covers t...

    API Version 1.49.0

    Jun 3, 2020 New Features API now respects IP address access restrictions if account administrator has set those up in back office. API calls will return error code 1201 if user is not allowed to acces...

    Change Bill To address on purchase documents

    This can be used to change the Bill To address on sales documents including Purchase Invoices, Purchase Orders, using Actual Reports document creator.We cover the following processes:How to add a new ...

    Matrix Products

    Benefits of Matrix ProductsSimplify complex inventory structuresOrganizing inventory into matrix products saves your team time and effort by quickly creating SKUs based off a product’s main characteri...

    Report Generator

    Benefits of the Report GeneratorCreate reports based on your needsSometimes the base reports a program offers don’t have the exact information you require. This is why we have the report generator - y...

    Loyalty Points

    Benefits of Loyalty PointsImprove customer retention with incentives83% of customers say loyalty programs improve their chances of continuing business with a retailer. Erply’s loyalty programs enable ...

    Classic Back Office Version 4.30.0, 4.30.1

    Sep 23, 2020 New Features Stock Replenishment Report can now be configured to create one single Purchase Order for all products, not separate Purchase Orders per supplier. See Settings > Configuration...

    How To Create a Store Report With Erply APIs

    A “Store Report” is an overview of store operations. Such a report typically contains multiple tables of data, not just a single dataset. The report can cover only one day, or a longer period of time....

    All products don't have Product Cost on reports?

    You have realized that when looking at reports some of the products have the product cost/warehouse price/purchase price shown as 0. Here are some ways to figure out where that price is coming from. 1...

    2. Cross-Franchise Users

    OverviewErply's franchises are groups of accounts that have been configured with a shared product catalog or a shared customer registry.A franchise lets each store owner see only their own data—but th...

    Reports API

    This REST API implements calls for retrieving reports.It contains a much improved set of calls for assembling an X Report / Z Report (cashier's shift summary).There is an article that explains how the...

    External Credit Card Payments (no integration)

    Also known as "External integration" or previously "standalone terminal" This setup is intended for processing card payment outside Erply and then manually input in the POS the ammount that was paid, ...

    Classic Back Office Version 4.50.0

    October 27, 2021New FeaturesIn Reports > CRM, reward point balances can now be downloaded as a CSV file.In Sales > Orders, a filter "Show only orders with Web Shop Order Number" has been added.In repo...

    Berlin Back Office Version 5.46.0

    October 27, 2021New FeaturesIn Reports > CRM, reward point balances can now be downloaded as a CSV file.In Sales > Orders, a filter "Show only orders with Web Shop Order Number" has been added.In repo...

    Glossary

    Here is a list of terminology we use throughout the system, and documentation.Metric name is the caption used in the reports and forms. Technical name is used in API, reference this in order to store ...

    Forecasting

    Erply Introduction ForecastingApp by Erply is an analytics and forecasting solution for Erply. With ForecastingApp you can easily analyse your entire sales and inventory using a single dashboard and s...

    Matrix Inventory Report + Period Purchase and Sales

    The report can be found under "Reports" → "Inventory" and provides an overview of the purchase and sale of matrix products made during the period.To view the report, select Locatiom. You must select a...

    Multi-currency module in POS

    What is multi-currency module? Erply has an additional functionality to use the different currencies on your account. It will allow to have more detailed reports and the ability to accept payments in ...

    POS Brazil Version 4.50.0

    Features:Added French to the available language selection list. Added missing Traditional Chinese default translationMulti currency - Register amounts can be entered for each currencyActual Report Tem...

    Menu buttons

    ButtonExplainationPOS version control option. Here it is possible to select a needed POS version. Can be enabled in the Settings - Configuration - General section.Report a bug if you have any issue re...

    Realization Warehouse

    If you are interested in Realization Warehouse plugin, please contact support@erply.comRealization means that the goods issued to a customer are formalized as items moved into a realization warehouse....

    Error codes

    This is a list of error codes that API calls may return.An error code is always returned in the "status" block, in field "errorCode". If the error is related to a specific input parameter, you will fi...

    Product Archive

    Benefits of Archiving ProductsNever lose access to valuable product dataErply does not allow you to permanently delete items, which means you’ll never lose access to inventory or sales data related to...

    How to use the Stocktake app

    Log into the Stocktaking app Login with your Erply username, password, and account code. Contact support@erply.com if you forgot your credentials.User rightsUsers must have the right to view “Physical...

    Classic Back Office Version 4.26.0

    Jun 3, 2020 New Features Erply now supports restricting access by IP address. The feature can be turned on and the list of allowed IP addresses can be configured from Settings > Configuration. Access ...

    Berlin Back Office Version 5.24.0

    Jun 3, 2020 New Features Erply now supports restricting access by IP address. The feature can be turned on and the list of allowed IP addresses can be configured from Settings > Configuration. Access ...

    Cash In / Out

    Benefits of Cash In/Cash Out:Painlessly balance registers16% of retail shrinkage is caused by administrative errors. Erply automatically tracks cash flow to reduce those errors with minimum effort. Wh...

    Microsoft Dynamics GP integration with Erply

    Synchronization between systems is always a tailored service, it can not be a counter product. There are many details and all the businesses have different needs. Every business is different but the ...

    API Version 1.53.0

    September 22, 2020 New Features Limited support for a new, more optimal product data model has been introduced. The new data model will be useful on accounts with a lot of non-stock products. Several ...

    Classic Back Office Version 4.31.0, 4.31.1

    Oct 14, 2020 New Features "Customer Group" filter has been added to the "Invoices", "Orders" and "Quotes" modules. The page "Inventory > Physical stocktaking (mobile)" now contains links to new mobile...

    Berlin Back Office Version 5.29.0

    October 21, 2020 New Features "Customer Group" filter has been added to the "Invoices", "Orders" and "Quotes" modules. The page "Inventory > Physical stocktaking (mobile)" now contains links to new mo...

    POS Brazil Version 4.18.0

    FeaturesCurrency format (numberformat) now also used in:recent-: -layaways, -orders, -sales, -invoices, -offersgift card popupproduct informationemployee statsclose day main popup + tenderspayment mod...

    Central Purchasing

    Central Purchasing is an easier way to move stock if you have a lot of locations. With central purchasing, you will be able to order products to your "Main Warehouse" (which is set by moving that loca...

    POS Brazil Version 4.22.0

    FixesLegacy language identifiers should no longer cause mixups like Czech and Estonian being confused with each other (PBIB-1678)POS now reconnects to external customer display more reliably (PBIB-173...

    Drawer Count

    Cash-drawer-based day openings and closingsGeneral conceptDrawer count is typically used in store setups where cash-drawers are mobile within the store.With this setup, typically each employee is assi...

    5. Reporting Account

    In a typical setup, we synchronize the following documents and records from store accounts to the reporting account:Sales DocumentsPurchase DocumentsInventory RegistrationsInventory Write-OffsInventor...

    Taxes

    Erply's tax system supports two somewhat similar, but different concepts:Sales tax (commonly used in the US);Value-added tax (VAT, common in many other countries around the world).An Erply account can...

    V Security Measures We Encourage Our Customers to Use

    Just like Erply needs to follow security requirements, so do our customers. Managers don’t often suspect that a disloyal employee might have little regard for the company’s security or even abuse blin...

    Javascript math with time zones

    Question: As a developer, I need to query for records from a specific date — but the API call requires the time range to be specified as Unix timestamps.From user's perspective, “records from a specif...

    Open and Close the Day

    Benefits of Opening and Closing the DayEasy-to-follow processesOpening and closing the day shouldn’t be a chore, especially for retailers with multiple registers. POS tools such as popups and automate...

    Client Merge Plugin

    What is the client merge plugin? Erply’s client merge plugin allows you to combine two or more customer accounts into one. You can merge the following customer data within Erply: Customer accounts Rew...

    Berlin Back Office Version 5.20.0

    February 28, 2020 New Features A simple "front page" has been added to Berlin back office. At the moment, it just displays a list of recently updated articles from Erply help and support center, manua...

    Dashboard app

    Introducing the Erply Dashboard appWe’re excited to announce the release of Erply Dashboard, the easiest way to get real-time business information sent straight to your mobile device.Whether you need ...

    Berlin Back Office Version 5.27.0

    Sep 2, 2020 New Features New fields have been added to the "Day opening and closing" form: "Drawer identification", "Shift type", "Employees". The button "Point of Sale and Payments Report" / "Z Repor...

    Berlin Back Office Version 5.35.1

    February 18, 2021ImprovementsCzech translation has been added.Invoice numbers with 11+ digits are now supported.Location's ID and product's status have been added to the report generator.FixesFixed: "...

    Classic Back Office Version 4.38.3

    February 19, 2021ImprovementsCzech translation has been added.Invoice numbers with 11+ digits are now supported on all accounts, and no longer require a configuration parameter.Enabling or disabling p...

    POS Brazil Version 4.17.0

    FeaturesWeighted barcode implementationPrinting coupons automatically if such a rule existsDefault coupon template addedNew setting in Configuration/General. Sort products in products group by: 'name'...

    POS Brazil Version 4.42.0

    Fixes:Fixed sign-up & demo sign-upErrors when saving sales document now show more information & no longer imply connectivity errorCash denomination buttons no longer open number padPOS no longer uses ...

    POS Brazil Version 4.49.6

    Fixes:Allow entering gift card number that contains spaces when paying with a gift cardFix Cayan not displaying the message of the failed payment / the "Unreferenced returns are currently not supporte...

    Shopify connector setup and features

    Table of Contents Features Setup Usage FAQ covering the following topics: Multiple stores / warehouses Languages Multiple categories Product / category attributes Changes made in shop Non-stock, relat...

    Which API To Use?

    Erply APIIf you are new to Erply API development, then most likely what you need is "Erply API". It is an all-around, general-purpose API that supports all Erply's standard features and lets you do ev...

    Berlin Back Office Version 5.21.0

    April 14, 2020 New Features Account administrators can now enable two password policy settings: Users are required to regularly change their passwords.The password update interval is configurable. Imp...

    POS Brazil Version 4.07.0

    Fixes POS data (such as vatRate) now correctly read from API, not stuck to old values from localStorage Brazil POS offline mode now calculates total correctly, it used to add tax to item price with V...

    Supplier Import

    Benefits of importing suppliersUpload thousands of recordsMaintain accurate, up-to-date supplier records with minimum effort. Choose your import file, map your data with intuitive dropdown bars, and b...

    Classic Back Office Version 4.36.0

    January 13, 2021 New Features Field "Reason" has been added to the Cash In / Cash Out form. French language support for Switzerland and Luxembourg has been added. Fields "netTotalWithFormat", "vatTota...

    Sales Documents

    Properties of a Sales DocumentA sales document is associated with a customer and a location. (The sale is made to one specific customer, in one specific location.)A sales document may be confirmed or ...

    Shopify FAQ

    STORE AND LOCATIONSIs it possible to determine which warehouse online store to uses?Yes. When setting up the integration, you need to choose which warehouse to use. You can always change warehouse in ...

    Classic Back Office Version 4.50.4

    November 4, 2021FixesSettings "Allow payments to be associated with prepayment invoices" and "Allow payments to be associated with sales orders" have been added to Settings > Configuration > "Associat...

    Performance Issues: Troubleshooting

    Erply's back office and Operations teams take system performance seriously. If you are experiencing slowness issues in Erply's applications, we are happy to investigate.Below is a list of questions th...

    POS Brazil Version 4.50.7

    Features:"Global Payments/TSYS/Cayan" Payment Integration - added support for unreferenced returnsAdded new fields (receiptInfoStreet, receiptInfoCity, receiptInfoState, receiptInfoAddress2, receiptIn...

    Warehouse Management System (WMS)

    What is Erply’s Warehouse Management System (WMS)? WMS is an all-in-one tool to manage your warehouse that can be accessed from virtually any device. Rapidly fulfill orders, inventory transfers, and o...

    Mobile Physical Stocktaking

    What You NeedAny mobile device, tablet, or laptopA Bluetooth or USB barcode scannerPair the mobile device with a Bluetooth scanner. Alternatively, you can plug a USB barcode scanner into a tablet or l...

    Custom Payment Types

    Custom Payment TypesSetting up custom payments at the POS and in the back officeErply has two plugins that allow you to add your own tender type at the POS and the back office. In this guide, we’ll co...

    Physical Stocktaking

    OverviewA physical stocktaking is used to double-check and correct inventory counts in Erply. The physical stocktaking process consists of:Physically counting the items.Confirming the counts in Erply ...

    Sale options

    Button Explanation Removes all products/discounts from the current sale to start over. Hotkey F4 will also do this. Use to save the total $ sales amount (customer, products, & quantities) in the shop...

    POS Brazil Version 4.05.2

    FeaturesClose day tenders no longer have TIPBack Office receipt footer supported in PatchScriptBack Office receipt announcement/message supported in PatchScriptPatchscript prices are rounded to 2 deci...

    Berlin Back Office Version 5.33.0

    January 13, 2021 New Features Field "Reason" has been added to the Cash In / Cash Out form. French language support for Switzerland and Luxembourg has been added. Fields "netTotalWithFormat", "vatTota...

    Packages

    Benefits of Using PackagesFill purchase documents with easeIf your product card has package information attached to it, you can easily fill purchase invoices and orders. Instead of ordering by piece, ...

    APIs: Overview

    APIs are the programmatic way to "talk to Erply", and let you:Fetch the data you see in Erply back office — eg. the list of products or customers.Or, add and modify data — eg. create a new sales order...

    JSON API

    Purpose & Use CasesJSON API lets partner applications attach extra data to the records stored in Erply—"extend" the records with custom data.In Erply's data model, each record has one additional JSON ...

    Berlin Back Office Version 5.46.1

    November 4, 2021FixesSettings "Allow payments to be associated with prepayment invoices" and "Allow payments to be associated with sales orders" have been added to Settings > Configuration > "Associat...

    POS Brazil Version 4.48.3

    Fixes:Fixed an issue where return of zero-priced item was saved as a regular saleUpdated patchscript-with-react package to version 0.6.4 (fixes for patchscript conditionals)Fixed an issue where paying...

    Option buttons

    ButtonExplanationRemoves all products/discounts from the current sale to start over. Hotkey F4 will also do this.Saves the created shopping cart to finalize the sale later. Saved sale appears in the P...

    Gift Cards

    Benefits of Gift CardsGift cards are a built-in option in Erply, accessible to all customers.Flexible payments to attract new business 61% of consumers prefer to receive gift cards during the holiday ...

    Classic Back Office Version 4.22.0

    February 27, 2020 Improvements Back office dashboard now displays a list of recently updated articles from Erply's help and support center, manual.erply.com. The application known as "Old Web POS" (a ...

    Store Credit

    Benefits of Store CreditSafer refundsStore credit can be used as an easy refund system. Payment processors charge extra for reverting a card transaction, and returning cash to customers may open up po...

    Erply to WooCommerce Setup Guide

    To be ready for data sync between Erply Back Office (BO) and WooCommerce integration, first of all, we need to prepare data in Erply BO. Parameter Sets in PIMIt is possible to create custom attributes...

    Shopify connector features and setup

    Shopify connector requirementsA paid Shopify planAn Erply accountThe Shopify connector plugin enabled on your Erply account*to have this added, please get in touch with our customer support at support...

    Wholesaling With Erply

    Erply’s sales, inventory, order, and contact management tools are ideal for businesses that perform wholesaling operations. Powerful CRM ToolsGrow your CRM with valuable customer dataErply allows for ...

    Berlin Back Office Version 5.31.0

    November 16, 2020 New Features Tax rate archival. When a tax rate is no longer needed, it can be 'archived', to hide it from drop-down lists. A reorganized main menu. The new menu can be activated wit...

    Product Importer

    Benefits of the Product ImporterAdd large amounts of products at onceOur product importer makes it very easy to add new items with low effort.Mass edit product informationIf you need to edit the infor...

    Classic Back Office Version 4.54.0

    March 7, 2022New FeaturesNew column "Margin %" has been added to price list form.New check box "Send the e-invoice to the recipient of goods" has been added to invoice form.Fifth option for generating...

    Berlin Back Office Version 5.50.0

    March 7, 2022New FeaturesNew column "Margin %" has been added to price list form.New check box "Send the e-invoice to the recipient of goods" has been added to invoice form.Fifth option for generating...

    Classic Back Office Version 4.66.0

    November 8, 2022New featuresAccount deletion has been implemented. The login page displays an error message when attempting to log into a deleted account.Field "GLN" has been added to the location for...

    Classic Back Office Version 4.67.0

    December 1, 2022New features1. Currencies with a precision of other than 2 decimal places (such as Chilean peso, Japanese yen, Bahraini dinar) no longer require invoice calculation algorithm 5; algori...

    Berlin Back Office Version 5.61.0

    December 1, 2022New features1. Currencies with a precision of other than 2 decimal places (such as Chilean peso, Japanese yen, Bahraini dinar) no longer require invoice calculation algorithm 5; algori...

    Layaways

    (Lay-by in Australia, New Zealand and South Africa)Benefits of Layaways Pick up now, pay laterLayaways encourage shoppers to follow through with a purchase by allowing them to pay in increments. Give ...

    How To Use Erply Self-service POS?

    Benefits of Erply Self-service POSSelf-service points of sale are becoming more and more common in the 2020s. They are incredibly useful if you want your customers to access information or services wi...

    API Version 1.46.0

    April 13, 2020 New Features This API version introduces a new feature — promotion tiering. "Tiers" allow to organize promotions into groups, to affect the order in which promotions are applied. The ne...

    How to set-up Kenya

    Since Berlin POS 3.30.0 & EPSI 3.25.6 clients have the possibility of using the Tracom fiscal provider integration (Kenya). Step-by-step guide Install necessary driver + application provided by the fi...